Gradient Investments’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.12M | Sell |
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|
2025
Q2 | $2.88M | Sell |
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|
2025
Q1 | $3.16M | Sell |
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|
2024
Q4 | $3.6M | Buy |
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|
2024
Q3 | $3.49M | Buy |
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|
2024
Q2 | $3.2M | Buy |
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|
2024
Q1 | $3.28M | Buy |
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|
2023
Q4 | $2.98M | Sell |
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|
2023
Q3 | $2.68M | Sell |
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|
2023
Q2 | $2.86M | Sell |
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|
2023
Q1 | $2.93M | Sell |
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|
2022
Q4 | $3.17M | Sell |
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|
2022
Q3 | $3.61M | Buy |
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|
2022
Q2 | $3.67M | Sell |
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|
2022
Q1 | $4.97M | Sell |
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|
2021
Q4 | $5.45M | Buy |
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|
2021
Q3 | $5.18M | Buy |
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|
2021
Q2 | $5.34M | Buy |
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|
2021
Q1 | $4.68M | Buy |
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|
2020
Q4 | $1.54M | Hold |
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|
2020
Q3 | $1.54M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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|
2020
Q1 | $463K | Buy |
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|
2019
Q4 | $603K | Buy |
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|
2019
Q3 | $463K | Buy |
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|
2019
Q2 | $314K | Buy |
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|
2019
Q1 | $286K | Buy |
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|
2018
Q4 | $150K | Buy |
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